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Comprehensive Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Comprehensive Wealth Management, LLC

No.6822 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.19亿
环比变动 Q1 2026
+$2,106.1万+10.6%
持仓股票数
43
新买入
6
加仓
20
减仓
17
清仓
2
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
GGUINNESS ATKINSON FDSADIV
17.15%17.21%$3,754.3万202.0万股$3,404.7万193.5万股+8.5万股+4.37%加仓
F第一信托交易所交易基金FYC
14.96%12.61%$3,274.4万24.6万股$2,494.6万22.5万股+2.1万股+9.13%加仓
SSPDR道富指数基金EDIV
12.92%12.74%$2,828.3万69.1万股$2,520.3万63.8万股+5.2万股+8.18%加仓
SSPDR行业精选信托XLY
11.22%11.38%$2,455.2万22.9万股$2,251.5万20.3万股+2.6万股+12.85%加仓
SSPDR行业精选信托XLK
8.73%8.72%$1,910.3万10.0万股$1,724.6万13.0万股-3.0万股-22.73%减仓
CCAPITOL SER TRHTUS
3.01%3.1%$658.0万15.0万股$613.4万16.1万股-1.1万股-6.63%减仓
VVanEck ETF信托GDX
2.82%3.28%$616.4万8.2万股$648.1万7.1万股+1.1万股+15.68%加仓
SSPDR行业精选信托XLF
2.12%2.38%$464.8万8.7万股$471.2万9.5万股-8,740股-9.16%减仓
F第一信托交易所交易基金LGOV
1.65%2.81%$361.1万16.9万股$556.5万25.8万股-8.9万股-34.60%减仓
IiShares安硕信托HSCZ
1.65%2.01%$360.6万8.4万股$397.8万10.0万股-1.6万股-16.32%减仓
S道富MDYG
1.43%1.48%$313.5万2.8万股$292.8万3.1万股-2,546股-8.34%减仓
IiShares安硕RING
1.39%1.31%$304.8万4.7万股$259.3万3.3万股+1.4万股+43.72%加仓
I景顺·NASDAQ 100 ETFQQQM
1.29%1.21%$281.4万9,287股$240.0万1.0万股-814股-8.06%减仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
1.11%0.58%$242.5万4.8万股$114.1万2.3万股+2.5万股+112.46%加仓
EEtfis Ser TR I Reaves Utils ETFUTES
1.01%0.99%$220.8万2.7万股$195.6万2.4万股+2,527股+10.32%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
0.97%1.25%$212.9万7.3万股$246.7万8.6万股-1.3万股-15.23%减仓
FFLEXSHARES TRLKOR
0.97%1.75%$212.7万5.1万股$346.0万8.3万股-3.2万股-38.90%减仓
CCAPITAL-FORCE ETF TRBOUT
0.93%$204.4万4.2万股$00股+4.2万股新买入
WWisdomTree·JAPANDXJ
0.87%0.32%$189.6万1.1万股$63.2万3,986股+6,941股+174.13%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.83%0.74%$182.1万1.1万股$145.5万9,926股+1,549股+15.61%加仓
微软MSFT
0.81%0.89%$177.8万4,765股$176.5万4,768股-3股-0.06%减仓
SSPDR行业精选信托XLE
0.78%0.11%$171.4万3.2万股$21.6万3,534股+2.9万股+813.21%加仓
IISHARES MSCI EUROZONE USD HEDGEDHEZU
0.75%0.89%$164.0万3.3万股$176.6万4.0万股-7,712股-19.08%减仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
0.74%0.91%$162.2万9,536股$179.7万1.2万股-2,856股-23.05%减仓
PProShares信托HDG
0.68%0.48%$149.5万2.7万股$95.7万1.9万股+8,741股+47.06%加仓
IiShares安硕信托ICVT
0.67%0.51%$145.9万1.2万股$100.5万9,872股+2,114股+21.41%加仓
IISHARES U.S. CONSUMER STAPLES ETFIYK
0.63%0.65%$138.6万1.9万股$128.5万1.8万股+722股+3.93%加仓
I景顺交易所交易基金信托XSMO
0.63%0.91%$136.8万1.5万股$180.3万2.4万股-9,101股-38.37%减仓
IiShares安硕信托REZ
0.62%0.57%$136.7万1.4万股$112.3万1.3万股+942股+6.98%加仓
IiShares安硕信托REET
0.6%0.57%$131.8万4.8万股$112.7万4.5万股+2,914股+6.50%加仓
S嘉信策略信托SCHR
0.59%0.69%$129.4万5.2万股$135.9万5.5万股-2,091股-3.83%减仓
EEATON VANCE INCOME OPPORTUNITIES ETFXAGG
0.59%$128.8万2.6万股$00股+2.6万股新买入
WWISDOMTREE MANAGED FUTURES STRATEGY FUNDWTMF
0.59%0.6%$128.7万3.2万股$117.7万3.0万股+1,842股+6.21%加仓
CCAMBRIA ETF TRTRTY
0.59%0.25%$128.6万1.6万股$48.9万6,489股+9,770股+150.56%加仓
WWisdomTree信托HYZD
0.57%$123.9万5.5万股$00股+5.5万股新买入
IiShares安硕信托AGG
0.51%0.94%$112.4万2.2万股$186.0万3.7万股-1.5万股-40.22%减仓
F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL
0.51%0.74%$112.1万4.9万股$145.9万6.3万股-1.5万股-22.88%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.46%$99.7万2.1万股$00股+2.1万股新买入
S道富SPTI
0.44%0.46%$97.2万3.4万股$91.4万3.2万股+2,351股+7.37%加仓
AAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETFKORP
0.44%1.58%$96.7万2.1万股$312.3万6.7万股-4.6万股-69.18%减仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.39%$86.0万1.7万股$00股+1.7万股新买入
IiShares TR Global Finls ETFIXG
0.2%0.2%$44.0万3,533股$39.4万3,455股+78股+2.26%加仓
亚马逊AMZN
0.17%$37.9万1,589股$00股+1,589股新买入

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